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California Water Service

323 hedge funds and large institutions have $2.23B invested in California Water Service in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 99

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.25% more ownership

Funds ownership: 82.39%82.64% (+0.25%)

0% less funds holding

Funds holding: 324323 (-1)

15% less capital invested

Capital invested by funds: $2.63B → $2.23B (-$399M)

55% less call options, than puts

Call options by funds: $109K | Put options by funds: $244K

Holders
323
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
129
Reduced
99
Closed
39
Calls
$109K
Puts
$244K
Net Calls
-$135K
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
201
Mitchell McLeod Pugh & Williams
Alabama
$272K
XT
202
XTX Topco
Cayman Islands
$269K -$178K -3,534 -37%
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$267K +$93.8K +1,858 +46%
Marshall Wace
204
Marshall Wace
United Kingdom
$267K -$778K -15,408 -72%
US Bancorp
205
US Bancorp
Minnesota
$264K +$24.2K +479 +9%
CWM
206
CIBC World Markets
New York
$253K +$282K +5,578 New
VI
207
Versor Investments
New York
$247K -$107K -2,117 -28%
BP
208
Ballentine Partners
Massachusetts
$234K +$260K +5,153 New
AWS
209
Atria Wealth Solutions
New York
$230K +$256K +5,067 New
CCM
210
Cullen Capital Management
New York
$228K -$387K -7,663 -60%
WSC
211
Wellington Shields & Co
New York
$227K
MWM
212
Mission Wealth Management
California
$225K
AIM
213
Aigen Investment Management
New York
$225K +$38.4K +760 +18%
EC
214
EntryPoint Capital
New York
$220K +$245K +4,853 New
CGH
215
Crossmark Global Holdings
Texas
$219K
ABLA
216
Alan B. Lancz & Associates
Ohio
$218K
SEI Investments
217
SEI Investments
Pennsylvania
$216K -$636K -12,598 -73%
Baird Financial Group
218
Baird Financial Group
Wisconsin
$213K
API
219
Asset Planning Inc
California
$204K +$227K +4,500 New
CL
220
Choreo LLC
Illinois
$203K -$48.6K -962 -18%
IC
221
IEQ Capital
California
$202K +$226K +4,467 New
VF
222
Virtu Financial
New York
$200K +$223K +4,423 New
Osaic Holdings
223
Osaic Holdings
Arizona
$187K +$32.1K +635 +18%
TRCT
224
Tower Research Capital (TRC)
New York
$184K -$340K -6,728 -62%
SPIA
225
Steward Partners Investment Advisory
New York
$172K +$505 +10 +0.3%

CWT Hedge Fund Activity: Q4 2024 in Review

323 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q4 2024, worth a combined $2.23B — down 15% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CWT positions and 39 closed out — a net gain of 2 holders — while 129 added to existing stakes and 99 trimmed.

The largest buyer was BlackRock, adding an estimated $37.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $18.1M.

  • 323 institutional investors held California Water Service (CWT) as of Q4 2024, down from 324 in Q3 2024.
  • Funds reported $2.23B of California Water Service stock for Q4 2024, down 15% quarter-over-quarter.
  • 41 funds opened new California Water Service positions in Q4 2024 and 39 closed out, a net change of +2 holders.
  • The largest California Water Service buyer in Q4 2024 was BlackRock, an estimated $37.4M added.
  • The largest California Water Service seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2024.